35 wealth management analyst jobs at 6 companies in Sanger, TX
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
Bachelor's degree required; 1-3 years preferred in client service or financial industry; strong communication and organizational skills; must obtain SIE, Series 7 and 63 within three months; ability to work under pressure.
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
1+ YOEBachelor's degree required; 1–3 years of preferred client service or financial industry experience. Requires strong communication, organization, integrity, and client-service skills. SIE, Series 7, and Series 63 required within three months.
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
1+ YOEBachelor's degree and 1–3 years of preferred client service or financial industry experience. Requires strong communication, organization, interpersonal skills, integrity, and SIE, Series 7, and 63 credentials within three months.
3w
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Boston or Dallas or Austin or Irvine
$60k-$101k/yr OnsiteFull Time
2+ YOEUndergraduate degree required (graduate preferred); 2+ years related experience in product, strategy, consulting, or finance; product lifecycle, stakeholder management, and presentation skills; familiarity with custody, clearing, trading, and integrations.
3w
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Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
Dallas, Texas, United States
$60k-$101k/yr OnsiteFull Time
2+ YOEUndergraduate degree required; graduate degree preferred. Requires 2–5+ years of related experience in product management, investment banking, consulting, corporate development, business analysis, or strategy.
AI, advanced analytics
2mo
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Wealth Performance & Analytics Analyst
Charlotte or Dallas
$75k-$120k/yr HybridFull Time
3+ YOEBachelor's degree or equivalent; 3+ years data analytics experience; SQL, Tableau or Power BI, Excel modeling and relational databases; wealth management experience preferred.
SQL, Tableau, Power BI, Microsoft Excel
2w
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Wealth Performance & Analytics Analyst
Charlotte or Frisco
$71k-$112k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years of data analytics experience, and strong statistical modeling skills. SQL, data visualization, Excel modeling, relational databases, and wealth management experience are preferred.
SQL, Tableau, Power BI, Microsoft Excel
1mo
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Asset-Wealth & Capital Management BA
Boston or Charlotte or Dallas or Jersey City or Los Angeles or New York or Tampa
$79k-$137k/yr OnsiteFull Time
Experience in asset/wealth/capital markets, Scrum Master knowledge, data analytics and SQL experience, bachelor's degree or equivalent, strong communication and documentation skills, US work authorization without sponsorship.
SQL Server - Analytics, Agile Management Tools
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Senior Manager, Alternative Investment Analyst
Southlake, Texas, United States
$110k-$150k/yr HybridFull Time
3+ YOERequires 3+ years in alternative investment analysis, credit underwriting, risk management, wealth management, private banking, or HNW lending; experience reviewing alternative investment structures and documentation; strong credit analysis skills.
1mo
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Wealth and Investment Portfolio Manager III
Dallas, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree and 5+ years of investments/analyst experience; monitors investment performance, makes strategy recommendations, and may supervise junior staff.
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